13F Filings History of Keystone Financial Group, Inc.

Latest 13F report
Q4 2025 - 16 Jan 2026
Value $
$190,953,040
Signature - Title
Andrew J. Gilbert - Chief Investment Officer
Location
Atlanta, GA
Summary
This page shows a list of all the recent 13F filings made by Keystone Financial Group, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Keystone Financial Group, Inc. reported 135 stock holdings with total value $190,953,040 as of Q4 2025. Top holdings included DFAU, SGOV, VPLS, SCHD, and VIG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 135 $190,953,040 +$15,280,475 -$3,348,503 +$11,931,972 DFAU, SGOV, VPLS, SCHD, VIG 13F-HR 16 Jan 2026, 14:26
Q3 2025 130 $177,417,170 +$22,650,439 -$7,422,661 +$15,227,778 DFAU, SGOV, VPLS, SCHD, VIG 13F-HR 20 Oct 2025, 15:38
Q2 2025 148 $157,020,782 +$17,150,205 -$9,633,683 +$7,516,522 DFAU, SGOV, SCHD, VPLS, VIGI 13F-HR 21 Jul 2025, 16:12
Q1 2025 156 $142,005,089 +$27,864,229 -$8,396,772 +$19,467,457 DFAU, SGOV, VIGI, SCHD, VIG 13F-HR 07 May 2025, 10:23
Q4 2024 160 $123,543,730 $0 $0 $0 DFAU, SGOV, SCHD, VIGI, VIG 13F-HR 28 Jan 2025, 09:11